Bernard D. M. Email & Phone Number

San Jose, Ca, Us

Mountain View, Ca, Us

Head of Accounting & Treasury:- Managed all investor and banking relationships, fostering strong financial partnerships- Spearheaded the successful completion of a comprehensive two-year KPMG financial audit alongside the Controller, including the implementation of ASC 606 revenue recognition standards- Oversaw Cap Table reporting, ESOP grants process, and annual 409A valuation certifications, ensuring compliance and accuracy- Negotiated and secured a multi-million dollar loan renewal extension, providing crucial capital for investments in cutting-edge Generative AI innovationsHead of FP&A and Strategic Financial Planning:- Led the development and maintenance of strategic long-term financial models and business plans, aligning financial strategies with organizational goals- Achieved a 33% increase in Annual Recurring Revenue, with a projected total of ~$55 million for the current fiscal year- Implemented cost-saving measures resulting in a 21% reduction in annual expenditure and a 54% decrease in cash burn rate- Orchestrated process improvement and cost reduction initiatives, including: Optimized SaaS vendor spend, yielding approximately $1 million in savings in annual run rate- Streamlined Cloud Cost expenditure by implementing controls on non-customer related cloud usage (POC and internal R&D spend), resulting in a 40% reduction in annual run rate

Hayward, Ca, Us

Cal State East Bay Program Advisor contributing to:1) Preserving and enhancing the reputation and quality of the program through strategic review of the executive education non credit courses.2) Offering expert guidance to the faculty and students.3) Promoting the program's goal of linking industry with academia to ensure work is relevant and beneficial

San Francisco, Ca, Us

IBUS Advisory Council:International Business professionals advising the IBUS program. SFSU Business Mentors:A founding member of the mentorship program for students in Lam Family College of Business. Mentors meet virtually or face-to-face with one or more current students once a month for 1-1.5 hours to help students with their professional and personal development issues.

Redwood City, Ca, Us

Defining, executing, and scaling enterprise-wide Go-To-Market sales initiatives. - Led the creation of a Project Velocity Program that tracked monthly performance & analyzed ways to close more deals within a shortened time frame- Defining performance measurement and ensuring performance targets are met utilizing predictive analytics and reporting- Partnering with senior leaders and stake-holders to consider tools and processes to improve the productivity and progress against company set targets.

Broomfield, Co, Us

- Transformed the Global Sales Operations Deal Desk team to be strategic partners for the Sales organization in structuring maximum profit software license deals. - Spearheaded the Conga CPQ/CLM implementation with direct input to pricing, SKU management, & Quote workflows

Broomfield, Co, Us

Head of Global Deal Desk and Order Operations

Transforming the Global Sales Operations Deal Desk team to be strategic partners for the Sales organization in structuring maximum revenue SAAS deals.- Re-built the Global Deal Desk team by hiring a Sr Analyst in EMEA, one Analyst in India, and two new Managers in North America.- Led the re-write of the Deal Playbook for the Global Sales teams with guidance on strategic deal structuring around Pricing and Product alignment

San Francisco, California, Us

- Established the Sales forecast for all Strategic, Large accounts, & SMB accounts- Own the Sales Representative Model including ramping, productivity and ROI- Lead the Professional Services financial & operational P&L reviews- Played a key role in the IPO process from pre-filing to becoming Public- Collaborate with the Sales VP to design the Compensation Plans and targets- Partnered with Sales Ops teams in designing the framework for Deal desk policies- Lead a team of 2 remote Data Science Analysts responsible for Quotas & Commissions

Manage the Financials as a voting Board Member for a 250+unit Condominium community.*Oversee the annual budget, approve expense projects, & review monthly statements*Created the committees for Facilities management & maintenance*Manage, edit, & publish the Board website www.modernicehoa.org

San Jose, California, Us

- Finance Business Partner to business unit executives responsible for 90% of the Company’s Revenue (Annual subscription recurring revenue + Professional Services Revenue) and 25% of the company’s headcount and cost. Responsibilities include sound budgeting, accurate forecasting, and weekly cadence for reporting financial metrics such as Bookings, Revenue, and company gross margin- Manage a team of Financial Analysts as well as lead a cross functional team in the Sales Operations (SOPS) departments supporting Bookings reporting and KPI’s reporting- Instrumental in providing key financial due diligence reporting for the transition from a Public Company to a Private Equity owned company in Fall of 2016- Earned company-wide prestigious ‘Star on Fire’ Q42016 award for innovative Retention Analysis (Marketo ‘Star on Fire’ awarded to only select nominated employees)- Viewed as one of the key Finance business partners to the COO, CCO, and SVPs of Customer Engagement, Customer Success, & the Customer Support teams

San Jose, California, Us

Supporting the Worldwide Retention team by helping manage the Financial Planning Reporting & Analysis for the Customer Success Group. - Dedicated to helping manage the Worldwide Renewals Book of Business ARR/MRR growth by Region and Customer Segment- Focused on NARR (Net Annual Recurring Revenue) Modeling & Analysis as the measurement of Churn vs Growth- Continually evaluating Customer Renewal rates, User Rights Expansion (URE), and Product level Retention as part of the overall Customer Retention StrategySTAR ON FIRE AWARD - Q4 2015

Newark, California, Us

Financial Planning & Analysis in the Enterprise Services Group. - Revenue Forecasting via a complex Financial Model- Revenue Recognition Analysis across new platforms- Revenue for Five Year Financial Planning

San Mateo, California, Us

Senior Financial Analyst with the HQ Financial Planning & Analysis Team. Also a direct Business Partner with the Sales Teams by providing quantitative modeling and analytical reporting.

Santa Clara, California, Us

Financial Analyst, (Worldwide Financial Planning & Analysis Team)Responsible for the coordination of the Budget, Forecasting, and reconciliation of the worldwide revenue financial plans by Division. Conduct revenue analytics, analyze margin by type of revenue stream, and analyze product utilization by Region. Head Count versus Sales using Capacity and Utilization analysis for Corporate Payroll metrics.

New York, Ny, Us

Financial Planning, Forecasting, & Analysis:Provided Analytical support for the Merchant Buyers with their Seasonal sales plans.Supported Inventory Age Management monitoring and evaluating.Launched and trained the Divisional Merchants on a new Planning & Forecasting System. Analyzed and formulated Opportunities/Risks with supporting recommendations with Vendor sales plans.

Seattle, Wa, Us

My Costco career spread over 13 years in total and began as a Hardlines Merchandise Stocker. Positions excelled at were; Front End Supervisor, Food Court Manager, Bakery Manager, and finally Hardlines Manager.In addition, founded a location's Employee Association group and chaired community events, employee functions, and charitable functions.

New York, Ny, Us

Served a fantastic group of Public Relations professionals in the San Francisco Office and the Silicon Valley Office. Performed vital Financial Planning & Forecasting for the Senior Partners and their core clients with Budget Reporting & Analysis.

Professional Certificate, Strategic Decision And Risk Management

Bachelor'S Of Science, International Business

Latino Board Leadership Academy, Fellowship Training